Upcoming Events

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Round Table & Investment Breakfast with Marc Rowan

We’re pleased to invite you to our Roundtable & Investment Breakfast featuring Marc Rowan, CEO of Apollo Global Management.

Marc will lead an interactive discussion sharing his perspectives on the evolving investment landscape and the core themes we are actively monitoring across markets. The session is designed to foster candid dialogue among investment leaders, with ample opportunity for peer exchange.

Space will be limited to ensure a thoughtful, engaging discussion.

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Five Iron Golf Night! Sponsored by GQG Partners, Victory Capital, and Adams Street Partners

Join us for the fourth annual CFA Society Seattle Spring Golf Night - this year at a new venue! After three great years at TopGolf, we’re bringing the fun indoors to Five Iron Golf in Capitol Hill.

Five Iron features state-of-the-art golf simulators, plus pool, foosball, and shuffleboard, so no matter your skill level, there’s something for everyone. Golf kicks off at 5:30 PM with a dinner buffet and drinks flowing throughout the evening. We’re excited to have GQG Partners, Victory Capital, and Adams Street Partners sponsoring this year’s event!

This is a great opportunity to unwind and connect with fellow members and professionals across the industry. CFA Candidates - we’d love to have you there; you can register for this event and receive member pricing!

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WE PNW | WEALTH AND FINANCE CAREER CONFERENCE

VIRTUAL: WRC Speaker Series: Evaluating the Market: Signs Commercial Real Estate May Be Turning the

Join Invesco Real Estate as we examine current market conditions in commercial real estate and explore why the asset class may be nearing the bottom of cycle and positioned for recovery. We will look at:

• Why the fundamentals may be pointing to a recovery
• Current conditions and opportunities across the CRE equity and debt markets
• How todays' environment may offer compelling opportunities for portfolio diversification, income potential, and long-term value creation. 
• Q&A

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This event is free for everyone

VIRTUAL: Using Agentic AI to Reshape Data Engineering, Governance, and Access in Finance

Financial institutions sit on vast, complex data ecosystems — spanning risk models, regulatory reporting, client analytics, and market intelligence — yet most still rely on brittle, manually maintained pipelines and fragmented governance frameworks to manage them. Brighthive and its agentic platform, BrightAgent, represent a fundamental shift: purpose-built AI agents that autonomously discover, catalog, govern, and transform data without it ever leaving your environment. Rather than asking analysts and engineers to wrangle infrastructure, agentic AI handles the toil — profiling data quality, enforcing policy-as-code governance, resolving lineage across warehouses and lakes, and delivering trusted, query-ready datasets to the people who need them. For finance, the implications are profound: compliance teams get real-time visibility into how sensitive data flows and who accesses it; portfolio managers and quants get faster, self-service access to governed data without filing tickets; and data engineering teams shift from reactive firefighting to strategic enablement. This is the trajectory of agentic finance workflows — not a single monolithic AI, but a coordinated team of specialized agents that continuously maintain the data foundation your firm's decisions depend on.

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VIRTUAL: CFA Society Seattle Book Club: The Philosopher in the Valley: Alex Karp, Palantir, and the

Please join us as we discuss The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State by Michael Steinberger on 5/12/2026 at 6PM PST via Zoom.

In The Philosopher in the Valley, author Michael Steinberger brings a journalist’s investigative approach to the intersection of technology, power, and political philosophy, using the story of Palantir Technologies and its CEO Alex Karp to explore the broader implications of data-driven governance in the twenty-first century.

Steinberger reviews Palantir Technologies, a company that has become a key provider of data-analysis software to governments and large organizations. The book traces Palantir’s origins in the post-9/11 security environment and its growth into a major defense- and intelligence-focused technology firm whose platforms integrate vast datasets to help users detect patterns, make decisions, and manage complex operations. The author also profiles Palantir’s CEO, Alex Karp, as an outspoken Silicon Valley leader—a philosophically trained executive who frames Palantir’s mission in geopolitical and moral terms, arguing that advanced data tools are essential for liberal democracies competing with authoritarian rivals.

At the same time, the book explores controversies surrounding Palantir’s work with law enforcement, intelligence agencies, and immigration authorities, highlighting broader debates about privacy, civil liberties, and the expanding role of data analytics in government. For investors and policy observers, the story illustrates the growing convergence of Silicon Valley technology, artificial intelligence, and national security.

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VIRTUAL: Claude for Investment Professionals

Similar to our ChatGPT workshop, this session will cover the most popular features in Claude. We will start with the web version, desktop app, and Cowork, then explore features such as Skills, Projects, MCP connectors, scheduled tasks, deep research, and memory. Time permitting, we may also touch on Claude Code, Dispatch, and Claude in Excel.

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6th Annual CFA Society Seattle Ethics Challenge

Join us for the 2026 Ethics Challenge, where students put their ethical reasoning and analytical skills to the test in a dynamic competition!

This local event challenges student teams to examine and evaluate ethical dilemmas in a real-world case. Using the CFA Institute's Code of Ethics and Standards of Professional Conduct, teams will develop and present their analyses to a panel of judges.

Following the competition, we invite you to celebrate the participants' hard work with networking, along with food and beverages.

Timeline:

4:00 – 6:00 Presentations

6:00 Winning team announced.

6:10 – 7:00 Networking, food & beverages

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This event is free for everyone

VIRTUAL: Reshaping Your Job in the Age of AI – How to Leverage Complementary AI Tools and Build High

In this age of AI, your job is not disappearing — it’s transforming. And you get to lead that transformation. Audit your role. Identify your uniquely human value. Partner with AI to elevate your impact. The future of work belongs to those who choose to evolve. 

In this session you will learn how to audit your role:

• What 30–50% of your job AI can (and should) take over
• The human skills that become more valuable, not less
• How to redesign your role so you stay relevant and in demand

If you’ve been feeling uncertain about AI, this session will give you clarity, confidence, and a practical roadmap.

To learn more about the speaker, visit: http://www.gavriellaschuster.com

To watch the speaker’s Ted Talk, visit: Gavriella Schuster Ted Talk: BeCOME an Ally - How to Achieve Gender Equity

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